Manager, Institutional Sales – Manulife
Role Summary
The Manager, Institutional Sales is responsible for identifying and cultivating prospects and clients within the institutional investment sector. This role involves engaging with institutional investors and consultants to drive sales and enhance the brand presence of Manulife Investment Management.
Job Description
In this role, you will engage in day-to-day activities that include following up on new business meetings and closing sales with institutional clients. You will collaborate with various internal teams to prepare essential documentation and manage client relationships effectively.
Key Responsibilities:
- Identify and cultivate prospects and clients in the institutional investment space.
- Follow up on new business meetings and close sales with institutional investors and consultants.
- Act as a resource to clients by delivering detailed knowledge of investment strategies.
- Assist in the preparation of Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs).
- Manage follow-ups and action items with institutional clients in collaboration with the Client Servicing team.
- Increase awareness and enhance the brand name of Manulife Investment Management.
- Maintain relationships with portfolio managers, sales, client services, legal, and other key personnel in the Investment Division.
Job Requirements
Bachelor’s degree in finance, Economics, Business Administration, or a related field.
Minimum of 10 years of experience in sales business development or a similar role within investment management or financial services.
Highly organized and self-directed with a strong sense of ownership.
Detail-oriented with excellent multitasking skills.
Strong interpersonal skills and the ability to work effectively with diverse stakeholders.
Fluent in English with excellent verbal and written communication skills.
Strong time management skills and resilience under pressure.
A collaborative team player with initiative and a positive attitude.
Quick Info
Company
Manulife
Location
Kuala Lumpur
Salary
Undisclosed
Skills Required
6 skills
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Required Skills
Sales Strategy
Client Relationship Management
Proposal Writing
Investment Knowledge
Communication
Time Management
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